Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals cover image

5 Zapier-Based Automations You Can’t Live Without

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

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How to Automate Your Workflow

The simplest ones are always the repeatable tasks. So it could be something like a reminder that you're sending to yourself. You can be endlessly creative about how to make different connections with zapier. If I can automate it, then I can focus on other high value tasks. For my clients or even within my business.

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